Pardot Managed Services

Optimization, consulting, administration

Providing OUTCOMES and VALUE

Designed to provide value and achieve goals each month to make sure you are getting your money’s worth, our top selling Pardot Managed Services plans include strategic and tactical elements to optimize platforms and processes for driving more ROI from your marketing efforts and Pardot.

We’re so confident that you’ll love the value you’ll receive that we don’t require annual contracts.

No annual contracts or expensive retainers.

About Managed Services

Managed Services is the practice of outsourcing business administration, operations and management to a third party, often whose sole or primary focus is the services being outsourced. While the term managed services most commonly refers specifically to managed IT services, our Pardot and Salesforce Managed Services go beyond the standard IT aspect to include other areas, such as process and systems development, marketing, and product training. All of our consultants are Pardot certified, with several years of Pardot experience. We can even help you with campaign set up or management, or troubleshoot ones that aren’t performing as you’d like. We’ll work alongside your team, however big or small, to enable you to get the most out of your technology stack.

Plans & Pricing

Flexible Hours Managed Services Plan

As hours worked increase ↗️ your rate decreases ↘️

Fixed Hours Managed Services Plan

Combine retainer discounts

Higher hours tier
lowers hourly rate
Longer retainer
lowers hourly rate

No retainer or contract required!

Select desired hours tier ranging from 10 - 100 hours per month.

Flexible hours, flexible rate, flexible tasks! Hours can flex up or down based on approved work.

Start with as little as 3 month retainer.

Sliding scale rate, the more hours we work on your tasks the cheaper your hourly rate, reduced rate is retroactive from hour one!

Hours are fixed each month but tasks can flex to whatever you want worked on.

Pay only for actual hours logged for work tasks each month.

Sliding scale rate, combine higher tier of hours per month plus longer term retainer for more savings.

We can work on practically any type of tasks you need.

We can work on practically any type of tasks you need.

Continue for another month as long as you realize value, or cancel any time.

Cancel once your retainer ends, or convert to Flexible Hours Managed Services to continue month-to-month.

Starting from...

Flexible Hours Managed Services prices start from $2400 for one month with 10 hours towards whatever tasks you need.

Starting from...

Fixed Hours Managed Services prices start from $2280 per month for 10 hours per month for three months.

Contact us for more info on Managed Services for Pardot, HubSpot, or Salesforce.

How do Managed Services work?

Managed Services from Optimal Business Consulting are designed for organizations interested in maintaining an ongoing competitive advantage through month-to-month access to award-winning expertise, strategy and best practice guidance, plus hands-on administration and optimization, support and training.

We get together via web conference towards the start of each month to work out priorities and milestones. Throughout the month, our experts execute on agreed upon tasks and appraise you of the status. We also typically review task status and agree upon priorities throughout the month for the upcoming month as a ‘monthly sprint’. This provides a sort of Agile project management method of addressing current priorities.

There are no annual contracts required. Start with pay-as-you-go month-to-month Managed Services with our Flexible Hours Managed Services plan or opt for our Fixed Hours Managed Services Pardot retainer.

What platforms do you support?

Our Managed Services help you to keep getting the most out of your tech stack—Pardot, Salesforce, HubSpot, WordPress and more. Pardot and HubSpot Managed Services are our core offerings, but we can also extend that to provide Salesforce CRM Sales Cloud Managed Services, and even WordPress Managed Services. Combine management of more than one platform (i.e. Pardot AND Salesforce) for an upcharge.

If you wish to add Salesforce Managed Services to your plan, we’ll ascertain how much effort should go towards Pardot and/or HubSpot, and how much effort towards Salesforce. You determine the allocation; we agree together on the tasks.

Just get in touch and request additional platform support to start the discussion.

Why do I need Managed Services?
Relying on in-house staff to quickly learn and/or maintain technology systems can be a costly and time-consuming. Marketing’s workload is frequently heavy and often deadline driven, leaving them with little bandwidth to go beyond gleaning the basics of complex marketing automation systems such as Pardot.

Systems that are hurriedly set up can often result in more administrative time later on, when common mistakes, such as poorly constructed automation rules or scoring categories, are located and rectified. Managed Services take the pressure off your employees and keep them focused on their daily work. They also make your marketing expenses more predictable, because you select the number of hours needed each month.

What kind of tasks and services are Included in your Managed Services?

Strategic & Tactical

All of our Managed Services plans include both Strategic & Tactical elements (actual work items determined each month):

  • Initial Discovery Call
  • Pardot & Salesforce Consulting
  • Best Practice & Strategic Guidance
  • Salesforce & Pardot Platform Setup
  • Salesforce/Pardot Connector Configuration
  • Pardot User Set Up
  • Pardot & Salesforce Connected Campaign Setup
  • Pardot Custom Fields
  • Salesforce Custom Fields
  • Display Pardot Data within Salesforce
  • Custom Lead Scoring Setup
  • Prospect Grading & Profiling
  • Define & Diagram MQL Journey and Lead Flow Management
  • Create Branded Email Template
  • Form Email Autoresponder
  • Process & Systems Development
  • Pardot/Salesforce Platform Implementation
  • Pardot/Salesforce Platform Administration
  • Pardot/Salesforce Platform Optimization
  • Pardot Web Forms & Form Handlers
  • Create Gated Content Form for Gated Downloads
  • Segmentation Lists
  • Custom Redirects (tracking links)
  • Pardot Status & Strategy Meetings
  • Pardot Marketing Asset Creation (forms, email templates, fields, journeys, etc.)
  • Pardot & Salesforce Lead Flow Management
  • Campaign Set Up and Guidance
  • Pardot & Salesforce Training
  • Pardot & Salesforce Support
  • Project Management
  • Analytics / Reports / Dashboards
  • Resource Library of 40+ Original-Authored Pardot & Salesforce Help Documents

For more details on what our Managed Service plans contain please select the individual plan on this page to learn more!


Our Pardot Platform Audit includes auditing many areas of the Pardot menu system and feature set, then we document and review our findings with you so you can get a clear understanding of any gaps in your current Pardot setup as well as implications of certain settings plus our recommendations for configuration settings.


We teach and train hands-on within your instance of Pardot. We will train on whatever topics and areas you want us to cover. We will train at the level of our audience, including up to advanced Administrators if that is what you need. As part of our training we cover Best Practices in many areas related to configuration, lead process, campaigns, and more.

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